General

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General

Contents

Toolbar and Menu

The CRS Editor offers the following toolbar and menu items:

Shortcut	Name	Description
Ctrl-N	New	Creates a new default rule graph.
Ctrl-O	Open	Opens an overview dialog of all rule graphs that are available in the database. In this dialog, it is possible to load, delete, activate and upgrade existing rule graphs.
Ctrl-S	Save	Saves the current rule graph into the database. If the current rule graph is already persistent, and contains no changes, this item is disabled. It is also disabled if the current rule graph is in an invalid state. If the saved rule graph is the first one in the database, it is activated automatically if the rule graph is valid and complete. When saving a rule graph which contains an old CRS version, it is upgraded to the latest version automatically.
	Save As	Saves the current rule graph with another rule id into the database. This item is disabled if the current rule graph is in an invalid state.
	Remove	Removes the current rule graph from the database. If the current rule graph is not persistent yet, it is just removed from the display.
Ctrl-Z	Undo	Allows the user to undo changes in the rule graph
Ctrl-Y	Redo	Allows the user to redo changes in the rule graph
F11	Zoom out	Zooms out the rule graph
F12	Zoom in	Zooms in the rule graph
	Import	Allows the user to load a rule graph from an XML file. When importing a rule graph that contains an old CRS version, it is upgraded to the latest version automatically.
	Export	Allows the user to export the current rule graph as a file. Supported file formats are XML, BMP, JPEG, PNG and GIF. Please note that only the xml format can be imported again.
Ctrl-E	Settings	This item provides access to the settings dialog.

Main View

After starting the CRS Editor, the user is presented with an empty panel.

If an active rule graph is available in the system, it is loaded and displayed initially.

Here you can either create a new rule graph with the toolbar item New, or load an existing rule graph with the toolbar items Open and Import.

Rules are displayed within a tree view manner in the main area of the panel. The tree consists of condition nodes that evaluate exactly one risk indicator, a default target node, and decision nodes. These nodes are organized in risk scenarios where each scenario terminates in exactly one decision node for the risk scenario, and one or more condition nodes. A decision will be evaluated only if all conditions of the scenario are true (AND relationship).

Risk scenarios can start directly after the root node. To ease the creation of scenarios, it is also possible to start a new scenario after each condition of an existing scenario.

This is helpful if scenarios differ only in one or two risk indicator checks while sharing many common steps.

Possible nodes in a rule graph

	The root node of the rule graph
	A condition node
	A decision node
	The default target node

Creating, moving and removing nodes

You can create, move and remove nodes with the Context Menu of a selected node or by Drag&Drop.

Context Menu

After a right mouse click there are different actions available, depending on the node you have selected:

Action	Shortcut	Description
Add Scenario		Appends a new scenario to the selected node.
Add Condition		Adds a new condition after the selected condition.
Add Decision		Adds a new decision to the selected node.
Insert Condition		Inserts a new condition before the selected condition.
Insert Scenario		Inserts a new scenario before the selected node.
Add Clipboard	Ctrl-V	Appends the node in the clipboard to the selected node.
Insert Clipboard		Inserts the node in the clipboard before the selected node.
Copy Element	Ctrl-C	Copies the selected node into the clipboard.
Cut Element	Ctrl-X	Cuts the selected node into the clipboard.
Move Element Up	Ctrl-U	Moves the selected node one position up.
Move Element Down	Ctrl-D	Moves the selected node one position down.
Remove Scenario	Ctrl-R	Removes the selected scenario.
Remove Condition	Ctrl+Shift-R	Removes the selected condition.
Remove Decision	Ctrl+Alt-R	Removes the selected decision.

Drag&Drop

New nodes can be added to the rule graph by dragging and dropping the corresponding element from the CRS Elements panel on the upper right side into the existing rule graph.

Existing nodes can be copied and moved by dragging and dropping a node over another node in the current rule graph.
When dragging a node over another node, the dragged node is called the source node and the underlying node is called the target node. The target node is displayed in a darker color.

The root node of the rule graph and the default target node can’t be used for drag&drop.

Moving nodes is done by drag&drop with the left mouse button. The node(s) which will be moved are displayed faded out in the rule graph during dragging.

Copying nodes is done by drag&drop with the right mouse button.

Per default the whole subtree of the dragged node is moved or copied.
By pressing the Shift key when starting to drag a node only this single node will be moved or copied.

During drag&drop an image is visible at the mouse pointer position to indicate the node which is moved or copied.

Image	Description
	This image indicates that a condition node is moved or copied.
	This image indicates that a decision node is moved or copied.
	This image indicates that a scenario is moved or copied that contains one condition and its belonging decision.
	This image indicates that a scenario subtree is moved or copied that contains multiple conditions and decisions.

When doing drag&drop a preview panel is displayed on the bottom right side of the main panel.
In the preview panel, it is possible to see what the result would be if the user would drop the currently dragged source node at the current position in the rule graph. The nodes that would be moved or copied to a new position are displayed in red color. The preview can be zoomed during dragging by using the keys + and -.

This screenshot shows the preview when moving a whole subtree to a new position in the rule graph by using drag&drop.

Drag&drop actions overview

Action	Description
Left mouse button	Moving nodes (*)
Right mouse button	Copying nodes
Shift key	Drag single node instead of nodes subtree. Shift key should be released again when dragging element around. (*)
D key	Delete the node or subtree which is currently dragged.
+ key	Zoom in the preview
- key	Zoom out the preview
ESC key	Cancel drag&drop action
Cursor keys	Scroll rule graph
PageUp / PageDown keys	Scroll rule graph

(*) Due to limitations of the rule graph structure this action may not be available for the current node.

Target regions

When dropping the source node over the target node different target regions are recognized.

Depending on the source node, the target node and the target region several actions are available:

Source Node	Target Node	Target Region	Action
Condition	Condition Decision	NW, W, SW NE, E, SE NW, W, SW	Insert condition Add condition Insert condition
Decision	Any except Decision Any except Decision	NW, N, NE W, FIT, E, SW, S, SE	Insert decision () Add decision ()
Scenario/Subtree	Any	NW, N, NE	Insert scenario (*)
	Any except Decision	SW, S, SE	Add scenario (*)

(*) due to limitations of the rule graph structure this action may not be available for the current target node

Unprocessed nodes

If you create new nodes they will be set to the state "unprocessed". That means that these nodes must be handled manually by the user. You can identify such unprocessed nodes by their red label text enclosed with a ‘*’ and the red border around the node:

An unprocessed condition node.

You must do at least one action in the condition details panel to mark it processed.

An unprocessed decision node.

You must enter an id in the decision details panel to mark it processed.

A rule graph that contains unprocessed nodes can be stored in the database, or exported to the file system, but it can’t be set as active rule graph in the graphs overview dialog.

If a rule graph contains unprocessed nodes, its status is incomplete.

Collapsing and expanding scenarios

Scenarios can be expanded and collapsed on demand depending on the view the user wishes to have. To expand or collapse a scenario, you must do a double click on the scenarios condition node. Please note that the collapsed state is not stored when saving or exporting the rule graph.

Example of a collapsed scenario

Overview of rule graphs

In the rule graphs overview dialog, the user can maintain all rule graphs that are stored in the database.

The rule graphs are presented as a list which is sorted by the Rule id.

Each rule entry in the list contains some information about the rule like a status icon, the rule id, the version of the rule (CRS version), the date of the last change, the user who did the last change and the rule comment.

Several user actions can be done in this dialog:

Action	Description
Open	Opens the selected rule graph. This can also be achieved by double-clicking the selected rule graph.
Remove	After confirmation, the selected rule graph is removed from the system. If the selected rule graph is the active one, this action is disabled.
Activate	Sets the selected rule graph as the active one in the system. The active rule graph is used by the CRS Workflow. If the selected rule graph can’t be activated because it contains a wrong CRS version or it is incomplete, this action is disabled. Please note that it’s not possible to have more than one active rule graph at the same time. Note In order to use the new active rule graph in the CRS engine you have to restart the components CRS, Workflow, SC Server and SB Server in the Server Monitor.
Upgrade	Upgrades the selected rule graph to the latest CRS version. If the selected rule graph already contains the latest CRS version, this action is disabled.
Cancel	Closes the overview dialog.
Help	Displays this help.

Status icons and the colour of the rule id

Icon	Description
	This icon means that the rule graph is complete and ready to be activated.
	A green icon indicates the rule graph which is currently active. The rule id of the active rule graph is also displayed in green colour.
	A red icon indicates that this rule graph can’t be used as active one. The reason for this can be seen by analyzing the text colour of the rule id, or the version. A red rule id means that this rule graph is incomplete and contains at least one unprocessed node. Whereas a red version indicates that this rule graph doesn’t contain the latest CRS version and must be upgraded first.